Business Analyst Wealth Management

As part of a multi-year Wealth Management IT transformation program, the Business Analyst will join the Investment Services stream which focuses on implementing the Temenos Wealth Suite. This comprehensive suite covers Investment Advisory, Portfolio Analysis, discretionary portfolio management, market order capture, client suitability checks, and interfaces...

Overview As a Wealth Manager, you will assist our Wealth, Sales and Business Development team in various tasks aimed at identifying revenue and growth opportunities, sales strategies, and expanding our market presence. This role offers valuable exposure to the world of wealth advisory and consulting, sales prospecting, business development and hands-on...

Job Description: Business Analyst – Private BankingLocation: SingaporeOverviewWe are seeking an experienced Business Analyst to join our client team in Singapore, supporting the implementation of a cutting-edge banking application for their Private Banking division. This role will serve as a critical link between business stakeholders and technical teams,...

We provide: Will be coached to complete 4 basic certifications and relevant classes required for financial advisory duties Invited to participate in the planning process with managers On the job training via joint-fieldwork sessions Program allows mentorship and progression to manager within 2 years Work-life balance Job Responsibilities: Client...

**Job Description**: - Partner with Bank’s IT and wealth management stakeholders to understand and document business needs, analyze processes, and identify improvement opportunities - Understand current systems and workflows, proposing optimized solutions that align with business goals and compliance standards - Collaborate with IT and development teams...

My client, an Asian bank is looking to grow their IT Business Analyst team. This team will focus on delivering wealth management, private banking projects within the APAC branches. This is a full time position Role As an IT Business Analyst, you will work with business and IT stakeholders to define and set up the IT landscape for Wholesale Banking, Private...

About the Role We are seeking a motivated and client-focused Salaried Wealth Advisor to join our growing team. This role is ideal for individuals who are passionate about financial planning, enjoy building long-term client relationships, and value the stability of a fixed salary with additional performance-based rewards.As a Wealth Advisor, you will provide...

**Do you have a passion for helping affluent clients achieve their financial goals? Are you detail-oriented and enjoy working collaboratively to deliver exceptional service? If so, then a career as a Wealth Management Specialist specializing in Affluent Client Services could be a perfect fit for you! In this exciting role, you will play a vital role by...

This position is instrumental in supporting the Executive Wealth Director in all aspects of wealth and financial planning and providing solutions, pre and post events organization, customer acquisition and follow-up, assist in closing of sales and deals. Core Function & Support Provide direct administrative and analytical support to the Executive Wealth...

About Wealth Management Institute (WMI)Established in 2003, the Wealth Management Institute (WMI) is committed to building capabilities for investing in a better tomorrow. Founded by GIC and Temasek, our vision is to be Asia’s Centre of Excellence for wealth and asset management education and research. WMI provides a comprehensive suite of practice-based...